Marketing Executive, B2B (Business to Business) - Wealth Management Europe

What is the opportunity?

You will be the Business to Business (B2B) Marketing Executive within Wealth Management Europe.

The Business-to-Business Team is responsible for all marketing to attract new B2B customers, deepen existing client relationships and share of wallet for Intermediaries, IFAs, Charities, Lawyers, Accountants, Fiduciary & partnership teams within WME, while mitigating risk of attrition.
 
The team works closely with regions and branches to deliver local client networking events, peer-to-peer networks and marketing campaigns (for new and existing products/propositions) that drive trust and loyalty, resulting in up-sell, cross-sell and inter-generational opportunities.

The Marketing Executive will focus on implementing marketing strategies for B2B channels across the British Isles. They will also be supporting the B2B sales process through strategic marketing efforts.

Should you be shortlisted, do please let us know if you have any specific requirements for the interview.

This is a permanent, full-time role and requires 4 days at our 100 Bishopsgate, London office.

What will you do?

1. Campaign Planning and Execution:

• Execute and optimisation of the B2B marketing campaigns, such as digital marketing, content marketing, email marketing, social media, events, and more. These campaigns are designed to generate leads, nurture prospects, and ultimately drive sales.

2. Lead Generation and Conversion:

• Execute the lead generation strategies set out by the Director and the management team to attract potential clients and convert them into qualified leads for the sales team. This involves development compelling content, implementing lead capture mechanisms, and utilizing marketing automation tools.

3. Content Development:

• Create relevant and valuable content, with the RBC WME content team, tailored to the B2B audiences, such as thought-leadership, case studies, webinars, and social posts. Content should address the unique challenges and needs of businesses and demonstrate the value of the company's products or services.

• Work with B2B partners and other services firms to develop joint content.

• Help execute awards programme to raise profile of RBC with B2B audiences.

4. Market Research and Analysis:

• Working with the RBC WME research team, conduct market research and analysis to understand industry trends, competitive landscape, customer behaviours, and pain points. Use this information to refine marketing strategies and make data-driven decisions.

• Using analytics to continually understand and improve on the performance of campaigns.

• Work with and manage industry partners to fully understand B2B audiences and ways to reach them.

5. Collaboration with Sales Teams:

• Work closely with the sales teams to align marketing efforts with the sales process, ensuring a seamless transition of leads from marketing to sales. Collaborate on defining target accounts, creating account-based marketing strategies, and supporting the sales team's efforts with relevant materials.

6. Measurement and Reporting:

• Ensure KPIs and metrics are tracked to ascertain the effectiveness of marketing efforts. Regularly analyse and report on the performance of campaigns, making data-driven adjustments to optimise outcomes.

7. Stakeholder Communication:

• Collaborate with cross-functional teams, including product management, business development/sales to ensure marketing strategies align with broader company initiatives.

• Manage external agency projects.

What do you need to succeed?

Must-have

• Strong marketing experience, ideally within a B2B environment with a keen understanding of campaign and event management within a wealth management or financial services business.

• Background in investments, wholesale asset management, legal firms or banking services to understand the B2B offerings and networks within wealth management.

• Exceptional organisational skills and able to work independently and manage your own workload to meet deadlines.

• High standard of written and spoken English with a meticulous attention to detail.

• Budget Management skills/experience.

• Advanced working knowledge of the Microsoft365 suite (Word, Excel, PowerPoint, Outlook etc.).

• Create core processes and manuals and ensure they are always current and up to date.

Nice-to-have

• Degree educated or similar/equivalent.

• Preferably hold or studying for an advanced CIM qualification or equivalent, and/or investment certificate.

• Previous experience in professional services, investment firms or a bank.

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper.  We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation

• Leaders who support your development through coaching and managing opportunities

• Opportunities to work with the best in the field

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Agency Notice

RBC Group does not accept agency resumés.  Please do not forward resumés to our employees, nor any other company location.  RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Brand Marketing, Communication, Creativity, Cross Promotions, Customer Behavior, Industry Knowledge, Long Term Planning, Marketing, Marketing Activities, Product Services

Additional Job Details

100 BISHOPSGATE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2026-06-102026-06-24

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.